Salesforce (CRM) shares fell more than 59% from their all-time high by June 2026, yet a 50% decline is rare for the company: in over 22 years as a public company, the stock has dropped 50% or more only three times, in 2008, 2022 and February 2026. In the first two cases, an investor buying the day after the 50% level was crossed gained 63% (2008) and 44% (2022) over the next 12 months, though the stock fell a further 39% and 16% respectively before bottoming. The article describes these drops as rare structural resets rather than ordinary pullbacks, and says a recovery may already be underway. The 2026 slump stemmed from worries that AI could undermine software-as-a-service (SaaS) business models, while Salesforce continues integrating AI into its products and reported 11% revenue growth in the quarter ended July 31. The author concludes that AI disruption risk should not be dismissed entirely, but patient long-term investors still have reasons to keep Salesforce on their radar.
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